Yianni Haralambous, JD, CFP®, MTWM
Director, Co-head of Advanced Wealth Planning
Yianni believes in education and making sure clients understand the “why” behind a decision.
Joined Lido: 2022
Homebase: Charlotte
Professional Focus: He believes every client brings their own unique puzzle pieces to the table. It’s his role to take those pieces and create a roadmap providing strategies and recommendations with the goal of making sure clients are prepared for all stages of life.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.A., Criminal Justice and Criminology, University of North Carolina; Masters, Trust and Wealth Management Campbell University; J.D., Campbell University
Previous Work Highlights: He began his career as a Trust Officer with US Trust and later joined Truist as an Advice and Planning Strategist.
Personal Facts: Yanni enjoys spending time with his family, golfing, and watching the Carolina Panthers and Charlotte FC.
